Chief Financial Officer

4 days ago


Newport Beach, California, United States Regal Executive Search Full time
Job Title: Chief Financial Officer

We are seeking a highly motivated and experienced executive to lead our finance and accounting functions as a Chief Financial Officer. The successful candidate will join our team of talented professionals and contribute to the company's growth and success.

Responsibilities:
  • Provide strategic leadership to the finance and accounting functions to support the company's business plan and overall strategic vision.
  • Develop and implement effective financial goals and operational targets consistent with the company's 5-year plan.
  • Develop and manage financial models to achieve organic and inorganic revenue growth.
  • Accurately forecast cash flows and manage capital structure to ensure sufficient capital and liquidity are available to achieve growth plans.
  • Work closely with the CEO to obtain favorable financial results with respect to profitability, cash flow, mergers and acquisitions, systems, reporting, and controls.
  • Create effective measurement tools to evaluate the proficiency and effectiveness of internal and external processes.
  • Work closely with members of the leadership team to build, implement, and roll out plans for operational processes, internal infrastructures, reporting procedures, and company policies.
  • Refine the corporate budgeting process to prepare for Board approval prior to the start of the new fiscal year.
  • Coordinate operational due diligence with business unit leaders and lead oversight of quality of earnings/financial data review.
Qualifications:
  • Bachelor's degree in Finance, Business, or Economics.
  • 5-10+ years of relevant experience working with high-net-worth individuals; preferably with a Registered Investment Advisor (RIA), investment management firm, or broker/dealer.
  • Excellent interpersonal and verbal/written skills.
  • Proficiency in Microsoft Office applications.
  • Experience working with a multi-site workforce.
  • Successful track record implementing first-time audit processes and upgrading financial/reporting systems.


  • Newport Beach, California, United States Regal Executive Search Full time

    Job Title: CFOWe are seeking a seasoned executive to lead our finance and accounting functions as a Chief Financial Officer. The ideal candidate will have a proven track record of driving financial growth and strategic vision in a high-growth wealth management platform.Key Responsibilities:Develop and execute financial goals and operational targets aligned...


  • Long Beach, California, United States JMJ Phillip Group Full time

    Chief Financial Officer OpportunityA well-established automotive group is seeking a seasoned Chief Financial Officer to lead their financial and accounting functions in the Long Beach, CA area.Key Requirements:A bachelor's degree in accounting or finance, with an MBA or CPA preferred.At least 10 years of experience in finance or accounting, with 4+ years of...


  • Newport Beach, California, United States PIMCO Full time

    Job Title: Deputy Chief Compliance OfficerPIMCO is a global leader in active fixed income with deep expertise across public and private markets. Our flexible capital base and deep relationships with issuers have helped us become one of the world's largest providers of traditional and non-traditional solutions for companies that need financing and investors...


  • Huntington Beach, California, United States Boys & Girls Clubs of America Full time

    Chief Business OfficerThe Chief Business Officer (CBO) is a senior executive responsible for overseeing the financial, human resource, and operational aspects of the organization. Reporting directly to the CEO, the CBO plays a crucial role in strategic planning and decision-making.Key Responsibilities:Develop and implement business strategies to drive growth...


  • Pebble Beach, California, United States NCGA, Youth on Course, & Poppy Holding, Inc. Full time

    {"title": "Chief Development Officer", "subtitle": "Drive Revenue Growth and Build Relationships", "content": "We are seeking a highly motivated and experienced Chief Development Officer to join our team at NCGA, Youth on Course, & Poppy Holding, Inc. As a key member of our leadership team, you will be responsible for developing and executing strategies to...


  • Pebble Beach, California, United States NCGA, Youth on Course, & Poppy Holding, Inc. Full time

    Chief Development OfficerAt Youth on Course, we are committed to making golf accessible to every young person, regardless of their background or financial situation. As our Chief Development Officer, you will play a critical role in driving our fundraising efforts and ensuring the long-term financial sustainability of our organization.Key...


  • Pebble Beach, California, United States NCGA, Youth on Course, & Poppy Holding, Inc. Full time

    Chief Development OfficerAt Youth on Course, we are committed to making golf accessible to every young person, regardless of their background or financial situation. As our Chief Development Officer, you will play a critical role in driving our fundraising efforts and building strategic partnerships to support our mission.Key Responsibilities:Develop and...


  • Newport Beach, California, United States Pacific Life Full time

    Job SummaryPacific Life is seeking a highly skilled and experienced Vice President to lead our Enterprise Business Insights organization in Newport Beach. As a key member of our leadership team, you will be responsible for providing strategic financial analysis and insights to support business decisions and drive growth.Key ResponsibilitiesDevelop and...

  • Chief Revenue Officer

    3 weeks ago


    Newport Beach, California, United States Fundable for Life, Inc. Full time

    About Fundable for Life, Inc.We are a leading provider of business funding solutions, helping companies build their business credit and access funding from our network of lenders.Job Title: Chief Revenue Officer - Business DevelopmentWe are seeking an experienced Chief Revenue Officer to join our team and drive revenue growth through business development and...


  • Newport Beach, California, United States PIMCO Full time

    About the Role:PIMCO, a global leader in active fixed income, seeks a highly experienced Deputy Chief Compliance Officer to join our Compliance team. As a key member of our organization, you will provide strategic leadership and oversight for a broad range of compliance work, partnering with our Global Chief Compliance Officer to administer our Compliance...


  • Newport Beach, California, United States Tax & Financial Group Full time

    About the Role:We are seeking a highly organized and detail-oriented Client Services Coordinator to join our team at Tax & Financial Group. As a key member of our support team, you will play a vital role in ensuring the smooth operation of our business processes and delivering exceptional client service.Responsibilities:Support financial advisors and their...


  • Newport Beach, California, United States Regal Executive Search Full time

    Job SummaryWe are seeking a highly experienced and motivated Senior Financial Executive to lead the finance and accounting functions across multiple offices as a Chief Financial Officer (CFO) in our organization. The selected candidate will join a highly talented team of professionals that service the investment management and financial planning needs of...


  • Newport Beach, California, United States Regal Executive Search Full time

    Job SummaryWe are seeking a highly experienced and motivated Senior Financial Executive to lead the finance and accounting functions across multiple offices as a Chief Financial Officer (CFO) in our organization. The selected candidate will join a highly talented team of professionals that service the financial management and planning needs of high net worth...


  • Newport Beach, California, United States Regal Executive Search Full time

    Job SummaryWe are seeking a highly experienced and motivated Senior Financial Executive to lead the finance and accounting functions across multiple offices as a Chief Financial Officer in our organization. The position will collaborate with the Leadership Team, the Board of Directors, and the Accounting Team to drive business growth and profitability.Key...


  • Huntington Beach, California, United States Boys & Girls Clubs of America Full time

    Job SummaryThe Chief Business Officer (CBO) is a senior executive position responsible for overseeing the financial, human resource, and operational aspects of the organization. This role plays a crucial part in the strategic planning and direction of the Boys & Girls Clubs of America.Key ResponsibilitiesDevelop and implement business strategies to drive...


  • Long Beach, California, United States Long Beach City College Full time

    About the PositionThe Long Beach City College District is seeking a highly qualified candidate to serve as the Chief Business Officer. This senior management position is responsible for overseeing the District's fiscal, facilities, and technology services, including budget preparation and administration, financial management, accounting, payroll, benefits,...


  • Long Beach, California, United States Stars Behavioral Health Group Full time

    Job Title: Vice President and Chief Operating OfficerAt Stars Behavioral Health Group, we are seeking a highly skilled and experienced Vice President and Chief Operating Officer to join our executive team. As a key member of our leadership team, you will be responsible for managing the overall operation of our facilities and programs, as well as fulfilling...


  • Long Beach, California, United States Long Beach Community College District Full time

    Job SummaryWe are seeking a highly qualified and experienced Chief Business Officer to join our team at Long Beach Community College District. The successful candidate will be responsible for overseeing the District's fiscal, facilities, and technology services, including budget preparation and administration, financial management, accounting, payroll,...


  • Huntington Beach, California, United States Boys & Girls Clubs of America Full time

    Job Summary:The Chief Business Officer (CBO) is a senior executive position responsible for overseeing the financial, human resource, and operational aspects of the organization. Reporting directly to the CEO, the CBO plays a crucial role in strategic planning, business development, and management.Key Responsibilities:Develop and implement business...

  • Chief of Staff

    5 days ago


    Newport Beach, California, United States 041 LLC Full time

    About 041 AgencyWe are a digital agency that pushes the boundaries of innovative thinking, strategy, and creativity. Our team is passionate about crafting bespoke digital strategies that drive real, measurable results.Located in the heart of Newport Beach, we specialize in website and app development, performance marketing, and brand strategy. Our...